Privacy Policy
Last updated: Sep 19, 2026
Introduction
Tres Bookkeeping Co, LLC, doing business as Tres Bookkeeping Co ("Company," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we may collect from you or that you may provide when you visit www.tresbookkeeping.co (the "Website"), including any content, services, functionality, downloadable materials, and courses we offer through it (the "Services"), and how we use, share, and protect that information.
If you do not agree with this Privacy Policy, please do not use the Website. By accessing or using the Website, you agree to this Privacy Policy and to our Terms of Use, found here: www.tresbookkeeping.co
Children Under the Age of 16
All Website users must be at least 16 years of age, and our Services are not directed to children. If we learn that we have received personal information from a child under 16, we will delete it. If you believe a child under 16 has provided personal data to us through the Website or Services, please contact us at support@tresbookkeeping.co, and we will work to delete the information from our systems.
If we learn that a user is under 16, we will not disclose that user's personal information to any third party unless the user has given opt-in consent as required by law.
Information We Collect and When We Collect It
We collect and process information when you visit or browse the Website, fill out a form, contact us, book a consultation, register for an account, purchase Services, sign up for our newsletter, respond to a survey, or engage us as a client. We also collect some information automatically through your browser, including through cookies.
Information you provide to us. This may include:
Contact details: your name, email address, mailing address, phone number, and business name.
Payment information: billing details and payment card information, handled by our third-party payment processor (we do not store full card numbers in our systems).
Client financial information, if you become a client: bank and credit card statements, invoices, receipts, payroll records, tax identification numbers (such as an EIN or SSN), and access credentials or permissions for accounting software and financial accounts that you choose to share so we can perform our work.
Any other information you choose to include in messages, forms, or documents you send us.
Information collected automatically. When you use the Website, we collect information about your internet connection, device, and browser; your IP address; approximate location; pages viewed; links clicked; referring website; and similar log and usage data. This helps us improve the Website and deliver better service.
Categories collected in the past 12 months. Name, email address, and any other information you have voluntarily submitted to us as described above.
How We Collect Information: Cookies and Tracking Technologies
The Company is the data controller for information collected through the Website. We do not use advertising cookies, and we do not use cookies to track you across other websites. The Website may use a limited number of cookies, which are small files placed on your device that let the Website recognize your browser and remember certain information:
Essential and functionality cookies make the Website work and remember your preferences.
Basic site-performance cookies, which our website platform may use to measure general traffic in aggregate.
You can refuse cookies by changing your browser settings, but some parts of the Website or Services may not work properly if you do.
You may also submit information to public or shared areas of the Website, or transmit it to other users or third parties ("User Content"). User Content is shared at your own risk, so please do not post sensitive financial information in public areas.
How We Use Your Information
We process your information for our legitimate business interests, which do not override your fundamental rights and freedoms, and to perform services you request. We use your information to:
Provide the bookkeeping and related Services you request, and communicate with you about them.
Provide information, products, or services you ask for, or that we think may interest you.
Understand visitor preferences and compile aggregate data about Website traffic and interactions.
Send notices about your account and handle billing and collection.
Provide customer support.
Send marketing communications, such as our newsletter, where you have signed up or where the law permits.
Detect and prevent fraud, and comply with legal and tax obligations.
Carry out any other purpose we describe when you provide the information.
We do not use solely automated decision-making that produces legal or similarly significant effects on you. If a decision affecting you is made by automated means, you may request a manual review.
We do not sell personal information or consumer data for monetary gain or other valuable consideration.
Third Parties and How We Disclose Your Information
Some features of the Website and Services, such as payment processing and accounting and client document tools, are provided by third-party platforms. We do not control third parties' tracking technologies, so please review their privacy policies. The Website may also link to other websites; this Privacy Policy applies only to our Website.
We may disclose aggregated information about our users, and information that does not identify any individual, without restriction. We may disclose personal information as follows:
Service providers. We share information with the secure third-party platforms we use to run our business, such as payment processing, accounting software, and client document and workflow management. They may use the information only to provide services to us.
Legal and safety reasons. We will release information when appropriate to comply with the law, respond to legal process, enforce our site policies or agreements, or protect the rights, property, or safety of us or others.
Fraud prevention. We may use and share information as needed to detect and prevent fraudulent transactions.
Business transfers. If we are involved in a merger, acquisition, or sale of assets, information may be transferred as part of that transaction.
With your consent. We share information for other purposes when you direct us to or give us your consent.
We do not sell your personal information, and we do not share your client financial information with third parties for their own marketing.
Do Not Track. Some browsers have a "Do Not Track" setting that asks websites not to track your browsing. We do not track your online activity across other websites or online services, and we do not use your information for targeted advertising.
Where we operate. We operate in the United States and serve clients only in the United States. The Website is not intended for use outside the United States.
How We Store and Protect Your Information
We store and process your information on reputable third-party platforms that use industry-standard security measures, such as encryption. We have also implemented measures designed to protect your information, including:
Our third-party payment processor processes and encrypts payment information, and we do not store full payment card numbers.
We keep client financial information in secure, access-controlled platforms, and limit access to those who need it to perform the Services.
No transmission over the internet or by email is completely secure or error-free, so please keep this in mind when sending personal or financial information to us.
Retention. If you visit the Website but do not contact us or engage our Services, we do not retain your personal information. If you contact us or subscribe to our newsletter, we keep that information for two years after our last interaction with you, then delete it. We keep client records for seven (7) years after our engagement ends to meet tax, accounting, and legal record-keeping requirements, after which we delete or securely destroy them, unless the law requires us to keep them longer.
Your California Privacy Rights and Opting Out
If you are a California resident, California law may give you additional rights over your personal information. To learn more, visit oag.ca.gov/privacy/ccpa.
Under the California Consumer Privacy Act (CCPA), California residents may opt out of the sale of personal information about them or their household. This right is subject to exceptions; for example, it does not apply to information shared with service providers so they can perform business functions for us. In the preceding twelve months, we have not sold personal information, and our policy is that we do not and will not sell your personal information. You may contact us at support@tresbookkeeping.co with any opt-out request.
Marketing opt-out. If you have signed up to receive marketing communications from us, you may opt out at any time by clicking the unsubscribe link in any marketing email or by emailing support@tresbookkeeping.co. We will not use or disclose your information for marketing purposes without your consent where consent is required by law. Opting out of marketing will not affect service-related messages about your account or engagement.
Your Data Protection Rights
Depending on where you live, you may have the following rights:
Right to be informed: to know what personal data we process, why, and who it may be shared with.
Right of access: to see what personal data we hold about you.
Right to rectification: to have inaccurate or incomplete data corrected.
Right to erasure: to ask us to delete your personal data in certain circumstances, such as when it is no longer needed for its original purpose, you withdraw consent, or it was unlawfully processed. We may keep data we are legally required to retain, such as tax and accounting records.
Right to restrict processing: to ask us to temporarily halt processing, for example while a dispute is resolved or data is corrected.
Right to portability: to receive data you supplied to us in a structured, commonly used, machine-readable format, or to have it transferred to another organization or directly to you, where possible. Where the law permits, we may charge a reasonable fee for excessive or repeated copies.
Right to object: to object to processing that is inconsistent with the purpose it was collected for, including profiling, automated processing, and direct marketing.
Rights related to automated decision-making and profiling: not to be subject to a decision based solely on automated processing that significantly affects you.
Right not to be discriminated against: we will not deny goods or services, or charge different prices, because you exercise your privacy rights.
To exercise any of these rights, email us at support@tresbookkeeping.co. We may need to verify your identity before acting on a request, and we will respond within the time required by applicable law (generally within 45 days).
Changes to This Privacy Policy
The date this Privacy Policy was last revised appears at the top of the page. We may update it from time to time. If we make material changes to how we treat your personal information, we will notify you by email or with a notice on the Website. Please review this page periodically for changes.
Contact Us
To ask about this Privacy Policy, or to request access to, correction of, or deletion of your personal information, contact us at:
Tres Bookkeeping Co, LLC, doing business as Tres Bookkeeping Co
Tre’Mesia Warren
support@tresbookkeeping.co
Complaints
If you believe we have not addressed your concern satisfactorily, you may contact us again at support@tresbookkeeping.co, or file a complaint with your state attorney general or the U.S. Federal Trade Commission (FTC).